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INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameINCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN
Plan identification number 002

INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INCENTIVE PROMOTIONS INC has sponsored the creation of one or more 401k plans.

Company Name:INCENTIVE PROMOTIONS INC
Employer identification number (EIN):941581836
NAIC Classification:424400

Additional information about INCENTIVE PROMOTIONS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 892592

More information about INCENTIVE PROMOTIONS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01 SIERRAH ANDERSON2023-10-13
0022020-07-01MARK KIDD2022-04-12 MARK KIDD2022-04-12
0022019-07-01MARK KIDD2021-04-15 MARK KIDD2021-04-15
0022018-07-01MARK KIDD2020-06-24 MARK KIDD2020-06-24
0022017-07-01MARK KIDD2019-04-08 MARK KIDD2019-04-08
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01ELIZABETH CATHEY ELIZABETH CATHEY2014-02-07
0022011-07-01BETSY CATHEY BETSY CATHEY2013-02-06
0022010-07-01PENSION FILERS
0022009-07-01ASSOCIATED PENSION CONSULTANTS

Plan Statistics for INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN

Measure Date Value
2021: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01440
Total number of active participants reported on line 7a of the Form 55002021-07-01328
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0171
Total of all active and inactive participants2021-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01399
Number of participants with account balances2021-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01418
Total number of active participants reported on line 7a of the Form 55002020-07-01325
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0167
Total of all active and inactive participants2020-07-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01392
Number of participants with account balances2020-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01403
Total number of active participants reported on line 7a of the Form 55002019-07-01308
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0157
Total of all active and inactive participants2019-07-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01365
Number of participants with account balances2019-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01339
Total number of active participants reported on line 7a of the Form 55002018-07-01262
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0166
Total of all active and inactive participants2018-07-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01328
Number of participants with account balances2018-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0112
2017: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01306
Total number of active participants reported on line 7a of the Form 55002017-07-01244
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0156
Total of all active and inactive participants2017-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01300
Number of participants with account balances2017-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-017
2016: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01265
Total number of active participants reported on line 7a of the Form 55002016-07-01216
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0153
Total of all active and inactive participants2016-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01269
Number of participants with account balances2016-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0113
2015: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01280
Total number of active participants reported on line 7a of the Form 55002015-07-01197
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0139
Total of all active and inactive participants2015-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01236
Number of participants with account balances2015-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0110
2014: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01226
Total number of active participants reported on line 7a of the Form 55002014-07-01198
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0138
Total of all active and inactive participants2014-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01236
Number of participants with account balances2014-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01220
Total number of active participants reported on line 7a of the Form 55002013-07-01174
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01203
Number of participants with account balances2013-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01167
Total number of active participants reported on line 7a of the Form 55002012-07-01146
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01170
Number of participants with account balances2012-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01165
Total number of active participants reported on line 7a of the Form 55002011-07-01121
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01147
Number of participants with account balances2011-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01177
Total number of active participants reported on line 7a of the Form 55002010-07-01123
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0128
Total of all active and inactive participants2010-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01151
Number of participants with account balances2010-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01174
Total number of active participants reported on line 7a of the Form 55002009-07-01140
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0128
Total of all active and inactive participants2009-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01168
Number of participants with account balances2009-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN

Measure Date Value
2022 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$23,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$34,658
Total income from all sources (including contributions)2022-06-30$-247,648
Total loss/gain on sale of assets2022-06-30$184,698
Total of all expenses incurred2022-06-30$997,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$946,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$729,589
Value of total assets at end of year2022-06-30$7,969,840
Value of total assets at beginning of year2022-06-30$9,226,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$51,426
Total interest from all sources2022-06-30$9,236
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$473,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$473,298
Administrative expenses professional fees incurred2022-06-30$6,660
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$351,243
Participant contributions at end of year2022-06-30$194,490
Participant contributions at beginning of year2022-06-30$165,565
Participant contributions at end of year2022-06-30$13,558
Participant contributions at beginning of year2022-06-30$11,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$6,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$2,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$23,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$34,658
Other income not declared elsewhere2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,245,169
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,946,184
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,191,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$44,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,386,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,685,746
Interest on participant loans2022-06-30$9,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,644,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$378,346
Employer contributions (assets) at end of year2022-06-30$368,601
Employer contributions (assets) at beginning of year2022-06-30$360,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$946,095
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$346,601
Aggregate carrying amount (costs) on sale of assets2022-06-30$161,903
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2022-06-30680290029
2021 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$34,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$16,956
Total income from all sources (including contributions)2021-06-30$2,349,218
Total loss/gain on sale of assets2021-06-30$55,660
Total of all expenses incurred2021-06-30$244,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$172,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$695,882
Value of total assets at end of year2021-06-30$9,226,011
Value of total assets at beginning of year2021-06-30$7,103,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$72,022
Total interest from all sources2021-06-30$8,766
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$282,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$282,934
Administrative expenses professional fees incurred2021-06-30$35,364
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$325,689
Participant contributions at end of year2021-06-30$165,565
Participant contributions at beginning of year2021-06-30$138,807
Participant contributions at end of year2021-06-30$11,933
Participant contributions at beginning of year2021-06-30$6,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$2,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$34,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$16,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,104,444
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,191,353
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,086,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$36,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,685,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,608,464
Interest on participant loans2021-06-30$8,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,305,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$370,193
Employer contributions (assets) at end of year2021-06-30$360,307
Employer contributions (assets) at beginning of year2021-06-30$348,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$172,752
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$777,057
Aggregate carrying amount (costs) on sale of assets2021-06-30$721,397
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2021-06-30680290029
2020 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$16,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$12,298
Total income from all sources (including contributions)2020-06-30$1,040,225
Total loss/gain on sale of assets2020-06-30$40,873
Total of all expenses incurred2020-06-30$453,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$398,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$656,982
Value of total assets at end of year2020-06-30$7,103,865
Value of total assets at beginning of year2020-06-30$6,512,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$55,322
Total interest from all sources2020-06-30$7,100
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$272,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$272,220
Administrative expenses professional fees incurred2020-06-30$23,756
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$298,854
Participant contributions at end of year2020-06-30$138,807
Participant contributions at beginning of year2020-06-30$79,260
Participant contributions at end of year2020-06-30$6,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$16,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$12,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$586,555
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,086,909
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,500,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$31,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,608,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,036,429
Interest on participant loans2020-06-30$7,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$63,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$358,128
Employer contributions (assets) at end of year2020-06-30$348,242
Employer contributions (assets) at beginning of year2020-06-30$396,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$398,348
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$508,986
Aggregate carrying amount (costs) on sale of assets2020-06-30$468,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2020-06-30680290029
2019 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$12,298
Total income from all sources (including contributions)2019-06-30$938,305
Total of all expenses incurred2019-06-30$842,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$822,442
Expenses. Certain deemed distributions of participant loans2019-06-30$1,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$698,454
Value of total assets at end of year2019-06-30$6,512,652
Value of total assets at beginning of year2019-06-30$6,404,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$18,906
Total interest from all sources2019-06-30$6,395
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$400,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$400,915
Administrative expenses professional fees incurred2019-06-30$10,941
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$301,691
Participant contributions at end of year2019-06-30$79,260
Participant contributions at beginning of year2019-06-30$118,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$12,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$95,792
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,500,354
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,404,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$7,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,036,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,946,903
Interest on participant loans2019-06-30$6,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-167,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$396,763
Employer contributions (assets) at end of year2019-06-30$396,763
Employer contributions (assets) at beginning of year2019-06-30$339,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$822,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2019-06-30680290029
2018 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$4,104
Total income from all sources (including contributions)2018-06-30$1,072,574
Total of all expenses incurred2018-06-30$893,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$862,114
Expenses. Certain deemed distributions of participant loans2018-06-30$20,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$602,699
Value of total assets at end of year2018-06-30$6,404,562
Value of total assets at beginning of year2018-06-30$6,229,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$10,810
Total interest from all sources2018-06-30$4,304
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$283,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$283,460
Administrative expenses professional fees incurred2018-06-30$9,805
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$263,513
Participant contributions at end of year2018-06-30$118,473
Participant contributions at beginning of year2018-06-30$75,010
Liabilities. Value of operating payables at beginning of year2018-06-30$4,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$178,802
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,404,562
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,225,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$1,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,946,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,845,269
Interest on participant loans2018-06-30$4,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$182,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$339,186
Employer contributions (assets) at end of year2018-06-30$339,186
Employer contributions (assets) at beginning of year2018-06-30$309,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$862,114
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2018-06-30680290029
2017 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$4,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,296,325
Total of all expenses incurred2017-06-30$1,158,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,126,152
Value of total corrective distributions2017-06-30$15,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$539,130
Value of total assets at end of year2017-06-30$6,229,864
Value of total assets at beginning of year2017-06-30$6,088,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$17,507
Total interest from all sources2017-06-30$3,807
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$200,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$200,784
Administrative expenses professional fees incurred2017-06-30$16,732
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$229,545
Participant contributions at end of year2017-06-30$75,010
Participant contributions at beginning of year2017-06-30$87,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$308
Other income not declared elsewhere2017-06-30$40
Liabilities. Value of operating payables at end of year2017-06-30$4,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$137,483
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,225,760
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,088,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$775
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,845,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,713,469
Income. Interest from loans (other than to participants)2017-06-30$3,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$552,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$309,585
Employer contributions (assets) at end of year2017-06-30$309,585
Employer contributions (assets) at beginning of year2017-06-30$286,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,126,152
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2017-06-30680290029
2016 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$441,503
Total of all expenses incurred2016-06-30$220,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$197,869
Value of total corrective distributions2016-06-30$9,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$512,645
Value of total assets at end of year2016-06-30$6,088,277
Value of total assets at beginning of year2016-06-30$5,866,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$12,474
Total interest from all sources2016-06-30$4,206
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$250,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$250,324
Administrative expenses professional fees incurred2016-06-30$11,687
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$225,261
Participant contributions at end of year2016-06-30$87,807
Participant contributions at beginning of year2016-06-30$112,620
Participant contributions at beginning of year2016-06-30$7,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$221,327
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,088,277
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,866,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$787
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,713,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,497,772
Income. Interest from loans (other than to participants)2016-06-30$4,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-325,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$287,384
Employer contributions (assets) at end of year2016-06-30$286,693
Employer contributions (assets) at beginning of year2016-06-30$248,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$197,869
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2016-06-30680290029
2015 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$589,340
Total of all expenses incurred2015-06-30$211,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$199,300
Value of total corrective distributions2015-06-30$1,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$441,342
Value of total assets at end of year2015-06-30$5,866,950
Value of total assets at beginning of year2015-06-30$5,489,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$10,794
Total interest from all sources2015-06-30$5,424
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$210,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$210,206
Administrative expenses professional fees incurred2015-06-30$10,106
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$192,359
Participant contributions at end of year2015-06-30$112,620
Participant contributions at beginning of year2015-06-30$154,647
Participant contributions at end of year2015-06-30$7,692
Participant contributions at beginning of year2015-06-30$7,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$387
Other income not declared elsewhere2015-06-30$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$377,599
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,866,950
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,489,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$688
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,497,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,100,931
Interest on participant loans2015-06-30$5,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-67,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$248,983
Employer contributions (assets) at end of year2015-06-30$248,866
Employer contributions (assets) at beginning of year2015-06-30$225,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$199,300
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2015-06-30680290029
2014 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,176,380
Total of all expenses incurred2014-06-30$143,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$130,429
Value of total corrective distributions2014-06-30$3,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$405,391
Value of total assets at end of year2014-06-30$5,489,351
Value of total assets at beginning of year2014-06-30$4,456,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,909
Total interest from all sources2014-06-30$6,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$9,244
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$470,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$179,420
Participant contributions at end of year2014-06-30$154,647
Participant contributions at beginning of year2014-06-30$191,157
Participant contributions at end of year2014-06-30$7,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,032,971
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,489,351
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,456,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$665
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,100,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,445,106
Interest on participant loans2014-06-30$6,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$640,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$640,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$764,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$225,971
Employer contributions (assets) at end of year2014-06-30$225,854
Employer contributions (assets) at beginning of year2014-06-30$179,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$130,429
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2014-06-30680290029
2013 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$807,804
Total of all expenses incurred2013-06-30$1,032,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,022,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$325,259
Value of total assets at end of year2013-06-30$4,456,380
Value of total assets at beginning of year2013-06-30$4,680,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,664
Total interest from all sources2013-06-30$7,769
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$85,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$85,156
Administrative expenses professional fees incurred2013-06-30$8,889
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$470,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$145,559
Participant contributions at end of year2013-06-30$191,157
Participant contributions at beginning of year2013-06-30$184,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-224,447
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,456,380
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,680,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$775
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,445,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,470,799
Interest on participant loans2013-06-30$7,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$640,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$862,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$862,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$389,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$179,700
Employer contributions (assets) at end of year2013-06-30$179,497
Employer contributions (assets) at beginning of year2013-06-30$163,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,022,587
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2013-06-30680290029
2012 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$449,716
Total of all expenses incurred2012-06-30$60,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$53,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$468,030
Value of total assets at end of year2012-06-30$4,680,827
Value of total assets at beginning of year2012-06-30$4,292,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,340
Total interest from all sources2012-06-30$5,565
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$66,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$66,586
Administrative expenses professional fees incurred2012-06-30$6,777
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$142,289
Participant contributions at end of year2012-06-30$184,493
Participant contributions at beginning of year2012-06-30$118,575
Participant contributions at beginning of year2012-06-30$5,507
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$162,092
Other income not declared elsewhere2012-06-30$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$388,787
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,680,827
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,292,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$563
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,470,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,264,909
Interest on participant loans2012-06-30$5,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$862,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$742,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$742,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-90,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$163,649
Employer contributions (assets) at end of year2012-06-30$163,404
Employer contributions (assets) at beginning of year2012-06-30$160,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$53,589
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2012-06-30680290029
2011 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$899,070
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$195,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$186,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$285,157
Value of total assets at end of year2011-06-30$4,292,040
Value of total assets at beginning of year2011-06-30$3,588,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,124
Total interest from all sources2011-06-30$5,271
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$65,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$65,435
Administrative expenses professional fees incurred2011-06-30$8,399
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$126,112
Participant contributions at end of year2011-06-30$118,575
Participant contributions at beginning of year2011-06-30$138,435
Participant contributions at end of year2011-06-30$5,507
Participant contributions at beginning of year2011-06-30$5,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$703,355
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,292,040
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,588,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$725
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,264,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,514,183
Interest on participant loans2011-06-30$5,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$742,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$769,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$769,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$543,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$159,045
Employer contributions (assets) at end of year2011-06-30$160,305
Employer contributions (assets) at beginning of year2011-06-30$161,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$186,591
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SCHWARTZ GIANNINI LANTSBERGER
Accountancy firm EIN2011-06-30680290029
2010 : INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN

2021: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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